Monica Szakos
Monica Szakos is a CFP-designated registered investment advisor at Belpointe Asset Management LLC, based in San Diego, CA, with 13 years of industry experience. Monica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 7,604 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees are negotiable and can be structured as a flat fee, fixed rate percentage, linear fee percentage, or tiered fee percentage, up to a maximum annual rate of 2.50%.
Fee Estimator
Location
5060 Shoreham Place, Suite 320, San Diego, CA, 92122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Monica is involved in computer consulting/web design and maintenance, dedicating minimal time to it. She also works as an insurance agent and is the president of Asset Preservation Strategies Inc., a registered investment advisor business.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Axxcess Wealth Management, LLC
Arete Wealth Advisors, LLC
Axxcess Wealth Management, LLC
Arete Wealth Management, LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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- Micah Cummins, CFPMercer Global Advisors INC.
- Steven Nartker, CFP, PFSLPL Financial LLC